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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
751
Boyd Watterson Asset Management
Ohio
$446K – – –
KM
752
Kalos Management
Georgia
$441K +$390K +5,815 New
BRWA
753
B. Riley Wealth Advisors
Florida
$439K -$170K -2,537 -31%
HVIA
754
Hudson Valley Investment Advisors
New York
$434K -$16.8K -250 -4%
NSIM
755
North Star Investment Management
Illinois
$434K – – –
GAM
756
Garrison Asset Management
Arkansas
$434K +$3.42K +51 +0.9%
RIL
757
Rothschild Investment LLC
Illinois
$432K +$2.95K +44 +0.8%
JWA
758
JFS Wealth Advisors
Pennsylvania
$429K -$5.77K -86 -2%
VF
759
Virtu Financial
New York
$427K +$69.1K +1,030 +23%
GP
760
Girard Partners
Pennsylvania
$426K -$16.4K -245 -4%
SL
761
Summitry LLC
California
$426K +$133K +1,980 +55%
MHS
762
M Holdings Securities
Oregon
$425K -$3.96K -59 -1%
FFBTD
763
First Financial Bank - Trust Division
Ohio
$423K -$11.7K -174 -3%
CG
764
Caprock Group
Idaho
$418K +$366K +5,460 New
Acadian Asset Management
765
Acadian Asset Management
Massachusetts
$415K -$1.07K -16 -0.3%
AF
766
Arrow Financial
New York
$414K -$979K -14,592 -73%
SCA
767
Sippican Capital Advisors
Massachusetts
$409K – – –
OC
768
Oarsman Capital
Wisconsin
$408K -$13.4K -200 -4%
WCM
769
Windsor Capital Management
Arizona
$408K +$131K +1,953 +58%
GW
770
GW & Wade
Massachusetts
$403K -$127K -1,900 -27%
ANRIA
771
American National Registered Investment Advisor
Texas
$403K – – –
KFS
772
Kurt F. Somerville
$402K – – –
FCIM
773
Fairview Capital Investment Management
California
$401K – – –
MNBTD
774
Moody National Bank Trust Division
Texas
$400K – – –
SFWA
775
Summit Financial Wealth Advisors
Louisiana
$392K -$872 -13 -0.3%